Portfolio Manager

Reed; Essex; On-site; GBP 45,000 - 55,000; Full time

Job summary

Reed is seeking a Portfolio Manager in Essex to manage a diverse SME client portfolio and oversee accounting, tax and advisory services. This role focuses on delivering high-quality client service and strengthening relationships.

You will review accounts and tax returns, mentor junior staff, and collaborate with Directors to grow the practice while ensuring deadlines and compliance are met.

Qualifications

• Experience in an accountancy practice is essential.
• Proven ability to manage a client portfolio and deliver services.
• Strong knowledge of accounts prep and tax compliance.
• Experience reviewing and supervising others.
• Excellent communication and client-facing skills.
• Commercially minded with proactive approach.

Responsibilities

• Manage a varied portfolio of SME, limited company, partnership and sole trader clients.
• Review statutory accounts, management accounts and tax returns.
• Build and maintain client relationships and provide proactive financial advice.
• Ensure client deadlines and compliance requirements are met.
• Mentor junior staff and review their work.
• Identify opportunities to provide additional services.
• Support directors and partners to grow the practice.

Skills

Portfolio management

Client relationships

Mentoring staff

Proactive advisory

Communication

Commercial mindset

Education

ACA/ACCA or QBE

Tools

Xero

Sage

QuickBooks

Job description

Portfolio Manager

Location: Essex
Salary: Up to £50,000 DOE
Job Type: Full-Time, Permanent

An ambitious and growing accountancy practice is looking to appoint an experienced Portfolio Manager to join its established team.

This is an excellent opportunity for a practice professional who enjoys building strong client relationships, managing a diverse client portfolio and supporting the development of junior team members.

The Role

As Portfolio Manager, you will be responsible for managing a varied portfolio of clients, acting as their primary point of contact and ensuring the delivery of high-quality accounting, tax and advisory services.

Key Responsibilities:

• Managing a portfolio of SME, limited company, partnership and sole trader clients
• Reviewing statutory accounts, management accounts and tax returns
• Building and maintaining strong client relationships
• Providing proactive business and financial advice
• Managing client deadlines and ensuring compliance requirements are met
• Reviewing work prepared by junior and senior team members
• Supporting, mentoring and developing junior staff
• Identifying opportunities to provide additional services to existing clients
• Working closely with Directors and Partners to support practice growth

Requirements

• Previous experience within an accountancy practice is essential
• Proven experience managing a client portfolio
• Strong knowledge of accounts preparation and tax compliance
• Experience reviewing and supervising the work of others
• Excellent communication and client-facing skills
• Commercially minded with a proactive approach
• Experience using cloud accounting software including Xero, Sage and QuickBooks
• ACA, ACCA or qualified by experience candidates will be considered

What's on Offer?

• Competitive salary up to £50,000 depending on experience
• Clear progression opportunities
• Supportive and collaborative working environment
• Diverse and interesting client portfolio
• Ongoing professional development
• Long-term career prospects within a successful practice